Seek Returns

KKR vs. SPGI: KKR vs. S&P Global Stock Comparison

How do KKR (KKR) and S&P Global (SPGI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

KKR (KKR) and S&P Global (SPGI) both belong to the Capital Markets industry, though KKR is classified under Asset Management & Custody Banks while SPGI falls under Financial Exchanges & Data.

Company profile comparison for KKR (KKR) and S&P Global (SPGI)
Profile ItemKKRSPGI
NameKorro Bio, Inc.S&P Global Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization89.11 billion USD135.62 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 15, 2010February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

KKR
SPGI
GSPC
Loading price history…
KKR (KKR) vs. S&P Global (SPGI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for KKR (KKR) and S&P Global (SPGI). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for KKR (KKR) and S&P Global (SPGI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for KKR (KKR) and S&P Global (SPGI)
MetricKKRSPGI
Total Return (1Y)-18.61%1.66%
Total Return (3Y, Annualized)17.09%9.75%
Total Return (5Y, Annualized)5.12%2.47%

Risk Profile

Drawdown History

KKR
SPGI
GSPC
Loading price history…
KKR (KKR) vs. S&P Global (SPGI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for KKR (KKR) and S&P Global (SPGI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for KKR (KKR) and S&P Global (SPGI)
MetricKKRSPGI
Volatility (1Y, Annualized)38.71%31.02%
Beta (5Y)1.691.02
Max Drawdown (5Y)-49.42%-39.76%
Avg. Volume (3M)4.77M1.86M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
KKR and SPGI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for KKR (KKR) and S&P Global (SPGI)
MetricKKRSPGI
Sharpe Ratio (1Y)-0.59-0.08
Sortino Ratio (1Y)-0.81-0.11

Profitability

ROE (TTM)

Both KKR (KKR) at 7.28% and S&P Global (SPGI) at 17.88% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

KKR

Financial Services industry group

7.28%

Max
44.78%
Q3
21.85%
Median
12.91%
KKR
7.28%
Q1
4.48%
Min
-18.71%

SPGI

Financial Services industry group

17.88%

Max
44.78%
Q3
21.85%
SPGI
17.88%
Median
12.91%
Q1
4.48%
Min
-18.71%
Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

S&P Global (SPGI) at 30.60% retains a top-quartile share of revenue as profit, ahead of KKR (KKR) at 12.20%, which keeps about the industry-typical share.

KKR

Financial Services industry group

12.20%

Max
62.84%
Q3
28.05%
Median
15.36%
KKR
12.20%
Q1
4.82%
Min
-28.52%

SPGI

Financial Services industry group

30.60%

Max
62.84%
SPGI
30.60%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both KKR (KKR) at 20.65% and S&P Global (SPGI) at 48.21% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

KKR

Financial Services industry group

20.65%

Max
107.33%
Q3
55.90%
Median
30.09%
KKR
20.65%
Q1
14.60%
Min
-44.34%

SPGI

Financial Services industry group

48.21%

Max
107.33%
Q3
55.90%
SPGI
48.21%
Median
30.09%
Q1
14.60%
Min
-44.34%
Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for KKR (KKR) and S&P Global (SPGI)
MetricKKRSPGI
ROE (TTM)7.28%17.88%
ROA (TTM)1.39%8.33%
Net Margin (TTM)12.20%30.60%
Operating Margin (TTM)20.65%48.21%
Gross Margin (TTM)----

Growth

Revenue Growth

S&P Global (SPGI) at 7.94% is around its peer norm for revenue growth, while KKR (KKR) at -11.24% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their Revenue Growth across different time periods.

EPS Growth

S&P Global (SPGI) at 18.70% is around its peer norm for EPS growth, while KKR (KKR) at -28.66% drops into the bottom quartile, signaling weaker earnings momentum.

Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for KKR (KKR) and S&P Global (SPGI)
MetricKKRSPGI
Revenue Growth (YoY)-11.24%7.94%
Revenue Growth (3Y CAGR)51.12%11.11%
EPS Growth (YoY)-28.66%18.70%
EPS Growth (3Y CAGR)--12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: KKR (KKR) in Financial Services and S&P Global (SPGI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: KKR (KKR) in Financial Services and S&P Global (SPGI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for KKR (KKR) and S&P Global (SPGI)
MetricKKRSPGI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both KKR (KKR) at 0.77% and S&P Global (SPGI) at 0.82% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

KKR

Financial Services industry group

0.77%

Max
9.77%
Q3
3.92%
Median
1.09%
KKR
0.77%
Q1
0.00%
Min
0.00%

SPGI

Financial Services industry group

0.82%

Max
9.77%
Q3
3.92%
Median
1.09%
SPGI
0.82%
Q1
0.00%
Min
0.00%
Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both KKR (KKR) at 23.96% and S&P Global (SPGI) at 22.06% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

KKR

Financial Services industry group

23.96%

Max
241.07%
Q3
97.36%
Median
25.77%
KKR
23.96%
Q1
0.00%
Min
0.00%

SPGI

Financial Services industry group

22.06%

Max
241.07%
Q3
97.36%
Median
25.77%
SPGI
22.06%
Q1
0.00%
Min
0.00%
Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for KKR (KKR) and S&P Global (SPGI)
MetricKKRSPGI
Dividend Yield (TTM)0.77%0.82%
Dividend Payout Ratio (TTM)23.96%22.06%

Valuation

P/E Ratio (TTM)

Both KKR (KKR) at 30.82 and S&P Global (SPGI) at 27.95 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

KKR

Financial Services industry group

30.82

Max
45.85
KKR
30.82
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

SPGI

Financial Services industry group

27.95

Max
45.85
SPGI
27.95
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

KKR (KKR) at 3.45 is priced about in line with its industry on P/S ratio, while S&P Global (SPGI) at 8.32 sits in the pricier quartile — SPGI costs more per dollar of sales.

KKR

Financial Services industry group

3.45

Max
9.23
Q3
4.57
KKR
3.45
Median
2.72
Q1
1.28
Min
-0.55

SPGI

Financial Services industry group

8.32

Max
9.23
SPGI
8.32
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

KKR (KKR) at 3.04 is valued about in line with its industry on P/B ratio, while S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.

KKR

Financial Services industry group

3.04

Max
7.79
Q3
3.63
KKR
3.04
Median
1.57
Q1
0.81
Min
-0.39

SPGI

Financial Services industry group

6.88

Max
7.79
SPGI
6.88
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
KKR (KKR) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for KKR (KKR) and S&P Global (SPGI)
MetricKKRSPGI
P/E Ratio (TTM)30.8227.95
P/S Ratio (TTM)3.458.32
P/B Ratio (MRQ)3.046.88
Free Cash Flow Yield (TTM)----